See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,995 | $176,056+187.4% | $159,436+217.4% | $167,490+202.1% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 17.51% | 331.75%-314.2pp | 263.57%-246.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $4,728 | $5,297-10.7% | $4,829-2.1% | $4,837-2.3% |
| Participant deferral / active EE | $6,949 | $7,750-10.3% | $7,352-5.5% | $6,341+9.6% |
| Admin fee / account holder | $6,545 | $12,554-47.9% | $10,799-39.4% | $12,309-46.8% |